SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$384K
3
+$360K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$226K
5
LEN icon
Lennar Class A
LEN
+$193K

Top Sells

1
+$192K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.9K
5
AXON icon
Axon Enterprise
AXON
+$66.7K

Sector Composition

1 Financials 14.57%
2 Technology 12.33%
3 Healthcare 11.27%
4 Industrials 7.6%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$1.13K ﹤0.01%
21
1102
$1.1K ﹤0.01%
+9
1103
$1.1K ﹤0.01%
23
1104
$1.09K ﹤0.01%
6
1105
$1.07K ﹤0.01%
30
-201
1106
$1.07K ﹤0.01%
+20
1107
$1.06K ﹤0.01%
39
-52
1108
$1.06K ﹤0.01%
11
-15
1109
$1.04K ﹤0.01%
15
1110
$1.01K ﹤0.01%
9
1111
$1.01K ﹤0.01%
+21
1112
$994 ﹤0.01%
30
1113
$972 ﹤0.01%
+30
1114
$945 ﹤0.01%
13
1115
$933 ﹤0.01%
18
1116
$920 ﹤0.01%
19
1117
$904 ﹤0.01%
41
1118
$896 ﹤0.01%
+6
1119
$891 ﹤0.01%
25
1120
$885 ﹤0.01%
8
1121
$875 ﹤0.01%
19
1122
$861 ﹤0.01%
69
1123
$845 ﹤0.01%
189
1124
$824 ﹤0.01%
21
1125
$787 ﹤0.01%
18
43 44
45
46 47